Long-term care financial professionals need to be aware of two major technology trends in the healthcare industry: business intelligence and data security.

1. BUSINESS INTELLIGENCE &
DATA SECURITY
Two Ingredients You Need to
Enhance Your Senior Care
Organization’s Technology

2. Sharon Paul, CPA, MCTS
Partner with Gross Mendelsohn’s
Technology Solutions Group

3. Michael Marinaro, CPA, MCTS
Principal and Systems Consultant
with Gross Mendelsohn’s
Technology Solutions Group

4. Bill Walter, PMP, MCSE, PMP
Networking Principal with Gross
Mendelsohn’s Technology Solutions
Group

5. What We’ll Cover:
» What is business intelligence?
» Sample financial dashboards and reports available in your clinical care and financial management system
» Consolidating data from multiple sources into a custom dashboard using a tool like Microsoft Power BI
» Monitoring benchmarks, financial actuals, budgets and more in one central view
» Accessing data through mobile devices
» Using Natural Language Query to talk to your data
» The easy cyber security best practices your healthcare organization needs to follow

6. What Is Business Intelligence (BI)?

7. Business intelligence is any tool, or
combination of tools, that can be
used as a decision support system.

8. Information means different things to
different people.

9. Everyone needs information to do
their job well, but the information
you need depends on your role.

10. Executives and
managers need
strategic information.

11. Strategic business intelligence
is a way to identify, extract, and interpret
business data using interactive tools, like
charts and graphs, to make accurate, big-
picture decisions.

12. Managerial and other
staff need task-specific
or operational
information.

13. Operational business intelligence
uses data analysis, alerts and workflow
engines to give staff anticipated
information that allows them to more
proactively complete assigned tasks.

14. Both operational and strategic intelligence are
critical to making better, faster, and more informed
business decisions.

15. Business intelligence
software pulls data from
multiple sources into
one cohesive view,
a.k.a. the dashboard.

16. Business intelligence
software pulls data from
multiple sources into
one cohesive view,
a.k.a. the dashboard.

17. Financial and clinical software often
have operational BI and some
strategic BI built in
compliance

18. You can also use BI software, like
Microsoft Power BI, to consolidate
multiple data sources
compliance

19. Let’s look at operational business
intelligence available in clinical and
financial software…

20. Admin Dashboard

21. Incomplete Census Dashboard Pane

22. Edit Census Entry to Correct

24. Incomplete Admissions

25. Incomplete Admissions

27. Authorizations

29. Bed Hold / LOA Remaining

31. Benefit Days Remaining
Stay on top of PPS residents!

33. Census With Unknown Care Levels

35. Residents With No Rates Found

36. Collections | Upcoming Activities

38. Collections | Can View By Payer Type

39. Customizing
Dashboard Views

40. Customizing Dashboard Views
EMC  Standards  Care Management
Standard Dashboard Layouts

41. EMC  Standards 
Care Management
Standard Dashboard
Layouts
Customizing Dashboard Views

42. Enforce the Dashboard Once Ready

43. Dashboard Appears for User

44. Security Roles
- Dashboards
Admin 
Setup 
Security
Roles

45. Reporting Headaches

46. Using multiple data sources for
reporting is common

47. CONSOLIDATED DATA
(Reports, Dashboards
& Actionable Insights)
Financial Data
(GL, Budgets, AP,
Fixed Assets)
Clinical Data
(Resident info, census,
occupancy, billing, AR)
Payroll / HR
(ADP or other, or done
internally)
Other Data
(Benchmarks, PPDs
in Excel, Access, or
other database
software)

48. Excel files are stored locally and
are not accessible remotely

49. Data in Excel is static

50. Using collaborative, data-focused software
can solve reporting frustrations

51. What three areas of PointClickCare do you find most challenging?
Business
Intelligence
Care Management
Electronic Health
Records
Financial
Management
Interoperability
Marketing/CRM
Other
85%
31%
15%
38%
38%
38%
15%
Expense
Management
38%

52. Office 365 And Power BI

53. Office 365 and Power BI offers one central
place for all business reporting.

54. Office 365 and Power BI are available
online and through mobile.

55. Office 365 and Power BI have real-time
updates with linked data.

56. Office 365 and Power BI are HIPAA compliant
and offer tools to secure data.

57. Consolidated Reporting

58. Power BI

60. Need access to your cloud data for
reporting?
http://bit.ly/relay-data-product

61. Let’s check out Power BI…

62. Get More Information
» http://bit.ly/office-365-info
» http://bit.ly/power-bi-info

63. Questions?

64. Protect your healthcare
organization from cyber
security threats

65. “A total of 4.4 million patient records were compromised in 117
health data breaches in the third quarter of 2018, according to
the latest Protenus Breach Barometer.”
- healthitsecurity.com

66. “This year, we record the highest average
total cost of data breach at $7.35 million.”
“In 2013, the average cost of a data breach was only $5.40
million.”

67. “The amount of hacks due to outdated technology and inside
jobs make the healthcare industry the #1 industry to be
hacked than any other.”
- Cloud Secure Tech

68. “52% of incidents involved a malicious or criminal
attack, 24% of incidents were caused by negligent
employees, and another 24% were caused by
system glitches, including both IT and business
process failures.”

69. Not only is it expensive to deal with a
security breach…

70. You risk losing your essential data and
resident files to malicious entities.

71. You risk losing your essential data and
resident files to malicious entities.
In many cases, after paying ransomware fees to a hacker
who encrypted your files, you will still lose your data.
The only way to prevent a loss of essential data is to make
sure your backup files are functioning correctly and are up-to-date.
First, you’ll get fined for violating HIPAA laws

72. A security breach can cost you
your credibility and reputation.

74. Just ask Senior Care Company*
about their security breach…
*name has been changed to protect the identity of the organization.

75. The Hack At Senior Care Company
SCC gets a call
from “Microsoft”
saying they need to
fix a computer
issue.

76. The Hack At Senior Care Company
SCC gets a call
from “Microsoft”
saying they need to
fix a computer
issue.
After going to the
link provided by
“Microsoft,” the
computer slowed
significantly.

77. The Hack At Senior Care Company
SCC gets a call
from “Microsoft”
saying they need to
fix a computer
issue.
After going to the
link provided by
“Microsoft,” the
computer slowed
significantly.
They needed to act
fast! They unplugged
the computer while
we scanned their
network for malicious
activity.

78. How do you protect your
healthcare organization from
cyber threats?

79. This includes auditing the automatic
alerts to make sure notifications are
going to the right people.
Update All Security
Software

80. Keep up on your operating system and
workstation updates. They’ll protect you
from known vulnerabilities.
Update Workstations

81. Antivirus can no longer manage today’s
cyber threats. Proactive monitoring will
catch irregular activity.
Utilize Proactive Network
Scanning

82. New password safety standards say
you should be using phrases rather
than words in your passwords.
Switch Up Passwords

83. PoLP ensures that staff only has
access to the websites and software
that they need to complete their job.
Secure Internet Using
Policy of Least Privilege

84. Test staff on their phishing email knowledge
to see if your healthcare organization needs
further cyber security training.
Security Awareness Training

85. The #1 way to protect your
healthcare organization from
cyber threats is to educate
your staff

86. Questions?

87. Bill Walter
wwalter@gma-cpa.com
410.685.5512
Sharon Paul
spaul@gma-cpa.com
410.685.5512
CONTACT US
technology-solutions.gma-cpa.com
Michael Marinaro
mmarinaro@gma-cpa.com
410.685.5512

88. Download Our 2018 Benchmark Study
for Skilled Nursing Facilities
» Based on data pulled from 2013 – 2017 Maryland
Medicaid Uniform Cost Reports
» Includes data from approximately 205 nursing facilities
from five regions, including:
» Baltimore Metro
» Central
» Non Metro
» Washington Metro
» Western Maryland
Get your copy here: http://bit.ly/2018-study